Blog - Simple List
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SEC Proposes Simpler Reporting Rules for Most Public CompaniesJun 3, 2026
The SEC proposes to streamline filer categories and reduce executive compensation disclosures for more than 80% of public companies. -
6 European Equity Mistakes U.S. Private Companies MakeMay 28, 2026
Six common misconceptions U.S. private companies make when granting equity in Europe, and how to build a compliant, country-specific approach. -
IRS Modernizes 3921 and 3922 Filings with IRISMay 27, 2026
Learn how the IRS shift from FIRE to IRIS impacts Form 3921 and 3922 filings and what equity compensation teams must do before 2027. -
Private Company Cap Table Due DiligenceMay 21, 2026
Private company cap table due diligence checklist for equity professionals preparing for investors, audits and financing events. -
Equity Compensation Dilution: Private Company GuideMay 14, 2026
Learn how ownership and value dilution work in private company equity plans, and how award type, vesting and waterfalls affect dilution. -
When Must Stock Plan Tax Withholding Be Deposited?May 13, 2026
Learn IRS deposit deadlines for stock plan tax withholding — including semiweekly schedules, the $100K next-day rule, and penalties for late deposits. -
RSU Basics: A Guide for Equity Plan ProfessionalsMay 6, 2026
Learn how RSUs work, how they're taxed, and best practices for stock plan administrators managing vesting schedules and compliance. -
Equity Awards in Divorce: A Guide for Plan AdministratorsMay 6, 2026
Equity awards in divorce: understand economic interest vs. legal transfer, tax withholding rules, and best practices for plan administrators. -
PTEP Extensions in Private Company Stock OptionsApr 30, 2026
Extended PTEPs impact accounting, valuation, and taxes for private company stock options. Learn key considerations under ASC 718. -
Weighted Averages and Equity CompensationApr 29, 2026
What is a weighted average, where are weighted averages commonly used in equity compensation, and how do you calculate them? -
Tax Withholding Trends for Equity AwardsApr 22, 2026
Trends in how companies determine tax withholding rates, respond to requests for additional withholding, calculate transaction income, and more. -
Bootstrap vs. VC Equity: Same Tools, Different OutcomesApr 16, 2026
Bootstrap vs. VC equity: key differences in liquidity, strategy and employee expectations explained for equity compensation professionals. -
When Is the Grant Date Under ASC 718?Apr 15, 2026
The four key principles that determine when an award is considered granted for expense purposes. -
Private Company Liquidity Events ExplainedApr 9, 2026
Private company liquidity events explained: tax, 409A, accounting and employee impacts of tender offers and secondary sales. -
Section 423 ESPPs: Managing the $25,000 LimitApr 8, 2026
Learn how to comply with the ESPP $25,000 limit under Section 423 and avoid common errors with practical tips for stock plan administrators. -
Refresher Grants: A Stage-by-Stage Founder PlaybookApr 3, 2026
Stage-by-stage guide to equity refresher grants, including sizing, timing, and dilution management for private companies. -
Rule 701 Guide for Private CompaniesApr 2, 2026
Rule 701 guide for private companies covering eligibility, limits, disclosures, and resale rules for equity compensation compliance. -
Mobility Compliance: 8 Tips to Simplify Your DataApr 1, 2026
Streamline mobility compliance for equity compensation with better data practices that improve data management, reduce workload, and lower costs. -
Hidden Cost of a Bad 409A ValuationMar 26, 2026
Learn 409A valuation risks for a private company and their impact on taxes, equity compensation and strategy. -
Rethinking Performance Awards for Market UncertaintyMar 25, 2026
Learn how to manage performance awards during market uncertainty, including strategies for existing grants and designing more resilient LTI programs.